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Congress Wealth Management’s Nasdaq NDAQ Stock Holding History

Congress Wealth Management’s Portfolio NDAQ Stock Details NDAQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$2.13M Buy
23,769
+2,578
+12% +$206K 0.02% 541
2025
Q1 		$1.61M Buy
21,191
+13,727
+184% +$1.08M 0.02% 537
2024
Q4 		$577K Buy
7,464
+270
+4% +$20.9K 0.01% 606
2024
Q3 		$525K Buy
7,194
+3,669
+104% +$250K 0.01% 631
2024
Q2 		$212K Buy
+3,525
New +$214K ﹤0.01% 699

Other funds holding NDAQ

IA
Investor AB Stockholm, Sweden $14.4B AUM 4.07% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Congress Wealth Management's NDAQ Position: Q2 2025 in Review

Congress Wealth Management increased its Nasdaq (NDAQ) stake by 12% in Q2 2025, buying an estimated $206K and bringing the position to 23,769 shares worth $2.13M. The position accounts for 0.02% of the portfolio, ranked #541.

Congress Wealth Management first reported a position in NDAQ in Q2 2024 and has held it in 5 quarters since. 1,021 funds tracked by Wall St. Rank hold NDAQ as of Q2 2025.

  • Congress Wealth Management held 23,769 shares of Nasdaq worth $2.13M as of Q2 2025.
  • Congress Wealth Management bought 2,578 Nasdaq shares in Q2 2025, an estimated $206K.
  • Nasdaq made up 0.02% of Congress Wealth Management's portfolio in Q2 2025, its #541 holding.
  • Congress Wealth Management first reported a position in Nasdaq in Q2 2024 and has held it in 5 quarters since.
  • 1,021 funds tracked by Wall St. Rank held Nasdaq as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.